Nippon Part 2 – Russell Clark

HedgeD

English - March 03, 2021 17:56 - 1 hour - 73 MB
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Previous Episode: Nippon Part 1 – Land of the Rising Sun

Next Episode: Nippon Part 3 – Eduardo Costa

Russell Clark is one of the great macro thinkers of our day and has been visiting / investing in Japan for decades. In this episode, we talk to Russell about investing in Japan as a Gaijin (“a foreigner”) and what an uptick in inflation, driven by higher food prices, could mean for JGBs, the Yen and Japanese Trading Houses. Mark Yusko’s lightning round at the end of the episode is particularly on point – you don’t want to miss it.

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